CRM & Operations · Guide
Manage Pipeline Deals
Create and manage deals linked to existing CRM contacts and pipeline stages.
An existing CRM contact and pipeline stages.
The deal is linked to the selected contact and appears in the selected stage.
Create a deal
Pipeline uses existing CRM contacts as a dependency.
- Open Pipeline and choose New deal.
- Select the existing contact and enter the verified deal fields.
Move or edit
Use stage, value, probability, owner, close date, source, and notes controls when visible.
- Move the deal to a stage you are authorized to change.
- Archive only when the workspace policy allows it.
Common problems
For missing contacts, stages, or persistence failures, include the deal and tenant details in Support.
Troubleshooting
A deal cannot be created without an existing CRM contact.
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